Quality Assurance Portfolio Supervisor at the Concept Group

The Concept Group

Job Description / Responsibility

The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationships.

Duties & Responsibilities:-

Work closely with relationship officers to manage client investment accounts.

Work with sales team to properly profile clients

Create reports on investment performance and activity

Communicate with clients about their accounts, market conditions and economic trends

Commensurate acceptable levels of risk based on client instructions

Handle financial products as required

Work together with investment research teams to identify investment opportunities

Supervise relationship officers and report on their performance

Report on client retention and acquisition

Conduct periodic market research on competitor space

Serve as admin for leads and client management software

Portfolio management and report

Educational Requirements

    Bachelor's Degree in Business, Finance, Investment or a related field preferred

Experience Requirements

    Three to five years of relevant experience

    Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.

Additional Job Requirements

    Strong understanding of investment strategies and risk management

    Analytical proficiency

    Ability to use CRM tools

    Advanced use of Microsoft tools (Word, Excel, PowerPoint, etc.)

    Strong analytical and problem-solving skills

    Excellent verbal and written communication skills

    High interest in and enthusiastic about economic and financial market trends.

    Exceptional customer service with a client focus

    Flexible to travel to meet clients as required

    Able to sit in front of the computer for long hours at a time.



Company Information
The Concept Group Address : No. 32 Montgomery Road, Sabo-Yaba, Nigeria , Lagos , Nigeria Web : Website

Job Summary

The Concept Group
  • Category : QA & QC/HSE
  • Posted on : 21 Sep 2022
  • Job Type : Full Time
  • No. of Vacancies : 1
  • Employer : The Concept Group
  • Experience : 2.2
  • Salary : Negotiable
  • Location : Lagos
  • Application Deadline : 05 Oct 2022

Read this before applying

  • No Specification here

Instruction

Interested and qualified candidates should send their CVs to [email protected] using the Job Title as the subject of the mail.

If you have any concerns about this job then please report it to our Customer Service team.


Job Source: https://perfectjob.com.ng/jobposts/view/quality-assurance-portfolio-supervisor-at-the-concept-group

Print at: 27 Nov, 2022 02:46 pm

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